Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
48%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IUIT.L
80
HOLDINGS
24%
ALSO IN SEMD.SW
SEMD.SW
65
HOLDINGS
27%
ALSO IN IUIT.L
SECTOR DRIFT (IUIT.L minus SEMD.SW)
OVERLAPPING HOLDINGS
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| Company | Weight in IUIT.L |
Weight in SEMD.SW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 21.5% | 23.9% | 21.5% |
|
BROADCOM INC. | 9.4% | 13.9% | 9.4% |
|
MICRON TECHNOLOGY INC | 3.3% | 6.0% | 3.3% |
|
ADVANCED MICRO DEVICES | 2.7% | 4.8% | 2.7% |
|
INTEL CORP | 2.3% | 4.1% | 2.3% |
IUIT.L Overweight Relative to SEMD.SW
|
APPLE INC | 17.2% |
|
MICROSOFT CORP | 14.1% |
|
CISCO SYSTEMS INC | 1.7% |
|
ORACLE CORP | 1.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
ARISTA NETWORKS, INC. | 0.8% |
|
SALESFORCE.COM INC | 0.8% |
|
AMPHENOL CORP-CL A | 0.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.8% |
IUIT.L Underweight Relative to SEMD.SW
 |
TAIWAN SEMICONDUCTOR MANUFAC | -14.6% |
 |
ASML HOLDING NV | -4.7% |
|
BROADCOM INC. | -4.5% |
 |
HYNIX SEMICONDUCTOR INC | -3.1% |
|
MICRON TECHNOLOGY INC | -2.6% |
|
NVIDIA CORP | -2.4% |
|
ADVANCED MICRO DEVICES | -2.1% |
|
INTEL CORP | -1.7% |
|
LAM RESEARCH CORP | -1.3% |
|
MEDIATEK INC | -1.3% |